Advicent Adds NaviPlan LEADS™ and Integrations with Morningstar OfficeSM and Redtail CRM to the NaviPlan® Tool

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Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with prospects.”

Advicent also unveiled the latest integration partners for the NaviPlan® financial planning tool – Morningstar and Redtail CRM. “We understand how time-consuming and data intense the financial planning process is,” states Cory Olson, senior product director at Advicent. “Our integrations give some of that time back to advisors and reduce the potential for manual error.”

“This new web service can automatically send up-to-date client data to NaviPlan® users, and it supports our goal of helping advisors streamline their workflows by connecting Morningstar products with leading third-party applications,” said Tricia Rothschild, Morningstar’s global head of advisor solutions. “This integration allows advisors to more effectively serve clients by saving time and reducing manual data-entry errors.”

The latest updates to the NaviPlan® financial planning tool include the following:

•NaviPlan LEADS™ – online major purchase, education and retirement lead generation tools to help advisors strengthen their firm’s online presence, get new clients, pre-qualify prospects, and focus on growth
•New integrations with Morningstar OfficeSM and Redtail CRM to save time and eliminate data re-entry errors
•20 new Next-Gen reports and further freedom to add custom notes within a new Microsoft Word export
•Additional calculations and analyses to cover diverse client needs including human life value analysis, variable mortgages and non-qualified deferred compensation

For more information on the NaviPlan® financial planning tool or to learn more about Advicent™ financial planning and marketing communications solutions, please contact jenny.schroeder(at)advicentsolutions(dot)com.

About Advicent
Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. The company’s products include web-enabled marketing communications, needs assessment and financial planning tools. Financial advisors, wealth managers and planners of all kinds use Advicent™ solutions to help them grow their business, create exit barriers and stay top of mind. To learn more, visit

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 456,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $164 billion in assets under advisement and management as of March 31, 2014. The company has operations in 27 countries.

About Redtail Technology, Inc.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency.

© 2014 Advicent Solutions. All rights reserved.

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Jenny Schroeder
since: 03/2012
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